Blackhawk Capital Partners, LLC
Firm details
- Headquarters
- Thiensville, Wisconsin
- CRD number
- 158020
- Registered since
- March 12, 2015
- Website
- blackhawk-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- HNWI78.45%
- Individuals10.04%
- Pension & Profit Sharing Plans6.01%
- Corporations / Businesses5.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Blackhawk Capital Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm also conducts brokerage and insurance activities as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements are mixed — percentage of AUM, hourly, fixed fees, commissions and other structures are all reported. Blackhawk does not report itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds24%
- Investment Grade Corp Bonds12%
- US Government Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 8
Christopher Nei
Portfolio ManagerCRD 4910044
Susan Brousseau
Senior Vice PresidentCRD 1020604
Donald Tendick
PartnerCRD 4456078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$145M in ETFs
41%
$59.7M
53%
$85.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $16.9M | 575,233 | 11.69% |
Location
Thiensville, WI
Ozaukee
Location
Thiensville, WI
Headquartered in Thiensville, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Ozaukee
- Address
- 167 S Main St
- Time zone
- CT (UTC-6)
- Office locations
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